1. Do you invest in mutual fund?

YES NO

100 0

120 100 80 60 40 20 0

100

YES NO

Interpretation:All the candidates who are asked to fill the questionnaire have invested in mutual fund.

2. With which company do you have invested in mutual funds? Reliance UTI LIC SBI HDFC Kotak Mahindra Others 45 35 20 0 0 0 0

45 45 40 35 30 25 20 15 10 5 0 0 0 0 0 20 35
Reliance UTI LIC SBI HDFC Kotak Mahindra Others

Interpretation: Out of 100 candidates up to 45 have invested in mutual fund with Reliance & 35 have invested with UTI. 20 candidates invested in LIC .There is no investor who have invested in mutual fund with any another company.

3. What is your age?

. 8 15-25 25-35 35-45 More than 45 12 60 20

60 60 50 40 30
15-25 25-35 35-45

20
20 12 10 0 8

More than 45

Interpretation: 60 investors are of age between 35-45. 20 are of age more than 45. 12 are of between of 25-35. 8 are of 15-25. This data shows that many investors are of middle age & there are less investors of young age in mutual fund.

4. What is your income? (Yearly based)

1 lakh 2-4 lakh 4-5 lakh More than 5

0 10 20 70

70 60 50 40 30 20 10 0
Interpretation:

70

20 10 0

1 lakh 2-4 lakh 4-5 lakh More than 5

Up to 70 investors have income more than 5 lakh. 20 have between 4-5 lakh.10 investors have income between 2-4 lakh & there is no investor who have income up to 1akh.

5. From where you come to know about this companys mutual fund schemes?

Family & relatives Friends & peers Company employee Others

35 40 15 10

40 40 35 35 30 25 20 15 15 10 10 5 0
Others Company employee Family & relatives Friends & peers

Interpretation: Many investors (up to 40) have been come to know about the company to be invested by their friends & peers.35 have been known by their family & relatives .15have been come to know by company employees & 10 by others. This means many have come to know by their friends & peers.

6. What is the time duration of your investment?

0-1 year 1-2 year 2-4year more than 4

15 35 30 20

35 30 25 20 15 10 5 0 15

35 30
0-1 year 1-2 year 2-4year more than 4

20

Interpretation: 15 investors have time of investment less than one year. 20 have time duration of their investment between of 1-2 year. 30 have between 2-4 year & 35 have more than 4 years. So, we can say that 35 investors have more experience than others.

7. Are you satisfied by service of the companys employees / peoples behavior?

Highly satisfied Satisfied Neutral Dissatisfied Highly Dissatisfied

15 35 30 15 5

35 35 30 30 25 20 15 15
Highly satisfied Satisfied Neutral Dissatisfied

15
10 5 5 0

Highly Dissatisfied

Interpretation: Out of 100 investors 15 are highly satisfied. 35 are satisfied. 30 are neutral towards employee behavior of a company. 15 are dissatisfied. 5 are highly dissatisfied. We say that many people are satisfied by employee behavior.

8. What is your risk profile?

Innovator

20

Moderate

65

Risk adverse

15

70 60 50 40 30 20 20 10 0 Innovator

65

Innovator Moderate Risk adverse 15

Moderate

Risk adverse

Interpretation: 20% investors are innovator means they like to take risk for more returns. 15% are moderate towards risk means they are indifferent towards risk. 65% are risk adverse means they mainly try to avoid risk.

9. What you feel about the company norms, documentation & formalities?

Highly Satisfied Satisfied Neutral Dissatisfied Highly dissatisfied

15 25 40 15 5

5% 15%

15%

Highly Satisfied Satisfied Neutral 25% Dissatisfied

40%

Highly Dissatisfied

Interpretation: 15% investors are highly satisfied by companys documentation policy (filling up the forms etc.). 25% are satisfied, 40% never cares about it or are moderate towards it , 15% are dissatisfied by it & 5% are highly dissatisfied.

10. What you say which provides better returns?

Reliance

54

UTI

46

54 54 52 50
reliance

48 46 46 44 42

UTI

Interpretation: According to collected data 54 investors thinks that Reliance provides better returns where as 46 to think that UTI provides better returns.

11. Would you like to exchange your investment with one another between Reliance and UTI?

Yes No

20 80

, 80 80 70 60 50
Yes

40
30 20 20

No

10
0

Interpretation: 20 investors said that they would like to change their investment with each another between reliance and UTI. But 80 investors say that they are ok with their companies and they wouldnt like to exchange their investment.